HI

Human Investing Portfolio holdings

AUM $635M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.29M
3
+$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M

Top Sells

1
+$2.22M
2
+$2.17M
3
+$1.67M
4
GME icon
GameStop
GME
+$1.64M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.18M

Sector Composition

1 Healthcare 10.39%
2 Technology 9.95%
3 Consumer Discretionary 9.64%
4 Consumer Staples 6.6%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-24
427
– –
-13
428
– –
-14
429
– –
-114
430
$0 ﹤0.01%
6
-196
431
– –
-40
432
– –
-106
433
– –
-70
434
– –
-30
435
$0 ﹤0.01%
4
-20
436
– –
-75
437
– –
-35
438
– –
-30
439
– –
-17
440
– –
0
441
– –
-3,637
442
– –
-206
443
– –
0
444
– –
-35,221
445
$0 ﹤0.01%
100
-100
446
– –
-1,724
447
– –
-106
448
$0 ﹤0.01%
24
14 15 16 17
18